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Wealthy Clients Want 'Shiny Star' Investments, Says Rick Pitcairn
Bloomberg18d agoneutralVIDEO
Wealthy Clients Want 'Shiny Star' Investments, Says Rick Pitcairn

Rick Pitcairn, chairman and chief global strategist at family office Pitcairn, said its his job to tap the breaks on wealthy clients who want to put too much of their money in 'shiny star' investments like SpaceX or private markets. Pitcairn said that there is a role for private credit and private markets, but it should be inside a diverse portfolio.

Dollar General (DG) Shares Climbed, What Is Driving Attention Now?
Simply Wall St.18d agoneutral
Dollar General (DG) Shares Climbed, What Is Driving Attention Now?

Dollar General (DG) drew fresh attention after its better than expected Q2 2026 earnings, which analysts cited as a key driver behind a 2.5% share price move on August 27. Recent trading paints a mixed picture for Dollar General. The 1 month share price return of 4.78% and 90 day gain of 13.56% suggest momentum has been building again, even though the year to date share price return is down 5.59% and the 5 year total shareholder return is down 36.66%. Spot fresh momentum in Dollar General,...

What Does CVS Health (CVS) Updated COVID Vaccine Rollout Mean For Patients?
Simply Wall St.18d agoneutral
What Does CVS Health (CVS) Updated COVID Vaccine Rollout Mean For Patients?

CVS Health (NYSE:CVS) announced the rollout of updated 2026 to 2027 COVID-19 vaccines across CVS Pharmacy and MinuteClinic locations. The new vaccines are positioned for broad availability through CVS Health’s nationwide network of retail pharmacies and in store clinics. CVS Health highlighted the vaccines as part of its role in supporting ongoing COVID-19 management and wider public health efforts. This fresh 2026 to 2027 COVID-19 vaccine rollout at CVS Health sits against a wider backdrop...

Nokia Oyj (HLSE:NOKIA) Is Tied To A $3.5 Billion AI Funding Test
Simply Wall St.18d agoneutral
Nokia Oyj (HLSE:NOKIA) Is Tied To A $3.5 Billion AI Funding Test

Nokia Oyj (HLSE:NOKIA) is linked to Nscale’s plan to raise about $3.5b in pre-IPO funding for AI infrastructure. Nscale’s planned round is expected to test Nokia’s role as a supplier of AI infrastructure hardware and related services. Nokia is also a direct investor in Nscale, so the funding outcome could influence future AI infrastructure partnership terms. Nscale’s planned $3.5b pre-IPO raise and Nokia’s supplier investor role matter; however, investors should weigh Nokia’s broader picture...

NVIDIA (NVDA) Gets A Fresh Platform Test After Salesforce Deal Sparks Undervalued View
Simply Wall St.18d agoneutral
NVIDIA (NVDA) Gets A Fresh Platform Test After Salesforce Deal Sparks Undervalued View

Salesforce’s launch of Koa, a CRM reasoning model built on NVIDIA (NVDA) Nemotron, places the chipmaker’s software stack directly inside front-line customer workflows, ranging from service agents to regulated government operations. That Salesforce partnership lands at a moment when NVIDIA’s share price has pulled back, with the 7 day share price return down 8.42% and the 30 day share price return down 6.31%. Even so, the year to date share price return is 11.71% and the 5 year total...

Palo Alto Networks (PANW) Is Up 12.2% After New AI Guidance And Capital Moves - Has The Bull Case Changed?
Simply Wall St.18d agoneutral
Palo Alto Networks (PANW) Is Up 12.2% After New AI Guidance And Capital Moves - Has The Bull Case Changed?

Palo Alto Networks has completed its US$3.14 billion share repurchase program begun in 2019, reported a shift from quarterly profit to loss despite higher revenue, filed a US$2.74 billion ESOP-related shelf registration, and issued new fiscal 2027 revenue guidance, all against a backdrop of rising AI-related cybersecurity demand. AI safety warnings from leading technology executives have pushed cybersecurity into focus for enterprises and investors, with Palo Alto Networks’ Frontier AI...

No need for new laws on AI, says Nvidia boss
Sky News18d agoneutral
No need for new laws on AI, says Nvidia boss

The CEO of Nvidia has said there is no need to introduce regulations in the AI sector, following widespread concerns over safety. Speaking at a Salesforce event on Tuesday, Jensen Huang said no new laws or regulations were needed for AI safety, adding that companies should pace themselves until they are certain they're releasing something the market would appreciate. Mr Huang recently organised an open letter to warn policymakers against placing heavy restrictions on open-weight AI models.

Roblox (RBLX) Gets Higher Price Targets, But Analysts Stay Mixed
Insider Monkey18d agoneutral
Roblox (RBLX) Gets Higher Price Targets, But Analysts Stay Mixed

BTIG lifted its price target on Roblox Corporation (NYSE:RBLX) from $30 to $41 but maintained its Sell rating on the stock. This update came after the firm attended the Roblox Developers Conference in San Jose, California, on September 11. The research firm highlighted several factors that could support the company’s bookings growth, including the company’s […]

JPMorgan Chase Sees Mid-Teens Growth in Q3 Banking Fees and Markets Revenue
MarketBeat19d agoneutral
JPMorgan Chase Sees Mid-Teens Growth in Q3 Banking Fees and Markets Revenue

Doug Petno, co-president and CEO of the Commercial and Investment Bank at JPMorgan Chase & Co. (NYSE:JPM), said the bank expects broad-based strength in investment banking and markets during the third quarter, while emphasizing that the firm is maintaining underwriting and capital-allocation dis

Anthropic Deepens Finance Industry Ties With BlackRock
Bloomberg19d agoneutralVIDEO
Anthropic Deepens Finance Industry Ties With BlackRock

Jaime Magyera, BlackRock senior managing director and head of US Wealth and head of Retirement, said advisers are using artificial intelligence to help parse increasingly complex capital markets after AI company Anthropic announces new ties with Blackrock. Magyera also said that AI is helping create more strategic customization for clients.